At work
Dean has worked in financial services for just over 22 years, mostly as an Independent Financial Adviser.
Dean helps in a broad range of financial matters including investments, pensions, mortgages, life and critical illness cover and equity release.
At work
Dean has worked in financial services for just over 22 years, mostly as an Independent Financial Adviser.
Dean helps in a broad range of financial matters including investments, pensions, mortgages, life and critical illness cover and equity release.
At home
Dean is married to Jo, has two grown up children and two granddaughters. Dean enjoys the outdoors, camping, hiking and mountain biking. He is also a keen photographer, especially using old film cameras and develops his own photos that he takes when out exploring.
Meet the team
Our multi-award winning team of advisers and support staff spans the entire south coast of England. With the highest quality of knowledge and a commitment to excellent service, you’re in safe hands.
View allKevin Forbes
Partner & Chartered Financial Planner
Giles Wellington
Partner & Chartered Financial Planner
Jeff Fawcett
Partner & Chartered Financial Planner
Allan Cruse
Partner & Chartered Financial Planner
Nathan Harris
Partner & Chartered Financial Planner
Chris Bibb
Chartered Financial Planner
Trevor Garson
Chartered Financial Planner
Russell Tonks
Chartered Financial Planner
Abi Stidworthy
Chartered Financial Planner
Oliver Phillips
Chartered Financial Planner
Jon Hickson
Chartered Financial Planner
Kerry Saunders
Chartered Financial Planner and Paraplanner
Rob Silk
Chartered Financial Planner
Natasha O’Neill
Chartered Financial Planner
Paul Roberts
Chartered Financial Planner
Jordan Cruse
Chartered Financial Planner and Paraplanner
Dave Stone
Chartered Insurance Practitioner
James Oliver
Independent Financial Adviser
Martin Waistell
Independent Financial Adviser
Vanessa Taylor
Independent Financial Adviser
Peter Richinson
Independent Financial Adviser
Jack Fawcett
Independent Financial Adviser
Daniel Parkin
Independent Financial Adviser
Jeff Steninger
Independent Financial Adviser
Katie Brown
Senior Paraplanner & Chartered Financial Planner
Carly Thompson
Practice & Customer Relations Manager
Paul Rogers
Paraplanner
Holly O’Donnell
Independent Mortgage & Protection Adviser
Lucinda Warren
Independent Mortgage & Protection Adviser
Sue Hanney
Team Administrator
Graeme Douglas
Office Administrator
Sue Pattinson
Team Administrator
Rachael Martin
Chartered Financial Planner and Head Paraplanner
Jo Robertson
Office Manager
Annie Aston
Accounts and Compliance Manager
Lindsay Walinck
Personal Assistant
Lindsay Arnold
Office & HR Administrator
Lauren Anderson
Financial Administrator
Holly Hickson
Paraplanner
Natasha Speed
Paraplanner
Emma Turner
Operations Support Manager
Dean Rush
Head of Risk & Operations
Bryn Pilcher
Independent Financial Adviser
Dan Lock
Chartered Financial Planner
Harry Shivas
Independent Financial Adviser
Julia Wozna
Researcher
Justine Geldard
Marketing and Communications
Dean's qualifications
- FPFS – Chartered Fellow Personal Finance Society
- APFS – Personal Finance Society Advanced Diploma
- AF3 – Pension Planning
- AF4 – Investment Planning
- AF5 – Financial Planning Process
- AF6 – Senior Management and Supervision
- AF7 – Pension Transfer
- J04 – Pension funding options
- J05 – Pension and income options
- J06 – Investment principles, markets and environment
- J08 – Financial planning practice
- J10 – Discretionary Investment Management
- J12 – Securities Advice and Dealing
- ER1- Equity release
- CF8 – Long Term Care
- Financial Planning Certificate 1, 2 and 3 (CII)
- MAQ – Mortgage advice Qualification
Dean is Chartered
What does “Chartered Financial Planner” mean?
Holding the status of Chartered Financial Planner is the ultimate symbol of professionalism and the 'gold standard' of the industry. It demonstrates:
- The highest levels of technical knowledge through professional qualifications
- A commitment to the ongoing development of our skills and knowledge
- An adherence to ethical conduct
